2023 Form 5500 filing — Hammes Company LLC 401(K) Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011140332NAL0012569923001) for Hammes Company LLC 401(K) Savings Plan, reported by Hammes Company LLC under EIN 27-0039791 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.3MReported net assets$24,277,432

Participants203

Provider compensation$16.2K2 Schedule C row(s)$16,192

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011140332NAL0012569923001
Plan sponsor: Hammes Company LLC
EIN: 27-0039791
Plan number: 001
Location: Brookfield, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.3M total assets

Net assets$24.3MLiabilities$0

Money in vs. money out

Total income / additions$7M

Total expenses$1.9M

Benefits paid / distributions$1.9M

Contributions

Employer$426.1K

Participant$2.1M

Full reported line items

Total assets (EOY): $24,277,432
Total liabilities (EOY): $0
Net assets (EOY): $24,277,432
Employer contributions: $426,075
Participant contributions: $2,094,702
Total income / additions: $6,998,477
Benefits paid: $1,886,630
Administrative expenses: $15,629
Total expenses: $1,902,259
Net increase / (decrease): $5,096,218

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Wipfli Llp$16.2K
ACCOUNTANT/AUDITOR · Direct $16.2K
2
Fidelity Investments Institutional-$8
RECORDKEEPER · Direct -$8 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011140332NAL0012569923001 cover?: It is the 2023 Form 5500 filing for Hammes Company LLC 401(K) Savings Plan, reported by Hammes Company LLC (EIN 27-0039791).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).